See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,920 | $74,888+9.4% | $71,209+15.0% | $142,382-42.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.06% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,586 | $2,854+25.6% | $2,721+31.8% | $4,299-16.6% |
| Participant deferral / active EE | $11,435 | $4,454+156.7% | $4,175+173.9% | $6,507+75.7% |
| Admin fee / account holder | $5,399 | $5,568-3.0% | $5,349+0.9% | $12,624-57.2% |